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QuoteWerks vs ConnectWise CPQ Comparison (2026)
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Good recommendations?
QuoteWerks
5
133
4
47
3
8
2
3
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
ConnectWise CPQ
5
31
4
20
3
11
2
4
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed
ConnectWise Sell makes it simple to create professional quotes and proposals to help you grow your business. See a live demo today!
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.6
192
5
4
3
2
1
133
47
8
3
1
- Value for money
- Ease of use
- Features
- Customer support
4.1
67
5
4
3
2
1
31
20
11
4
1
- Value for money
- Ease of use
- Features
- Customer support
Pros
Zoe H.
Business Analyst
Zoe H.
Business Analyst
Moses N.
CEO
Pros
Lisa S.
Sales Manager
Cassie K.
Owner
Lisa S.
Sales Manager
Cons
Tracey L.
Partner
Tracey L.
Partner
Anthony A.
Software Engineer
Cons
Brandon B.
VP of Operations
Danielle P.
Admin Assistant
Karen F.
Account Manager
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last review7 months ago
Key features
- Total features103
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assembly and Approval Workflows
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Bills of Material
- CPQ Integration
- CRM
- CRM Integration
- Calendar Management
- Catalog Management
- Channel Partner Support
- Client Portal
- Collaboration Tools
- Collaborative Creation
- Commerical Rules
- Configuration Ease of Admin
- Configuration Rules
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Contract/License Management
- Contracts
- Customer History
- Customizability: Variables and Fields
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Discount Management
- Discounting
- Document Automation
- Document Builder Interface
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Pricing
- Dynamic Quoting
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Engagement Tracking
- Estimating
- Forecasting
- Generative AI
- Goal Management
- Grouping
- Guided Selling
- Internationalization
- Knowledge Base Management
- Mobile User Support
- Multi-Currency
- Online Document Creation
- Opportunity Management
- Order Management
- Ordering
- PDF Creation
- Performance Management
- Personalized Sale Recommendations
- Pipeline Management
- Price Configuration
- Price and Cost Calculations
- Price/Margin Management
- Pricing Administration
- Pricing Flexibility
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Proposal Effectiveness Reporting
- Proposal Generation
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Reminders
- Renewal Management
- Renewals
- Reporting & Statistics
- Reporting and Dashboards
- Rich Media
- Rules Engine
- Sales Automation
- Scalability
- Self Service Portal
- Task Management
- Template Management
- Templates
- Terms and Conditions
- Third-Party Integrations
- User, Role, and Access Management
- Version Control
- Visual Configuration
- Workflow Management
- eCommerce
- Total features35
- AI Copilot
- AI Text Generation
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Assembly and Approval Workflows
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Billing & Invoicing
- Bills of Material
- CPQ Integration
- CRM
- CRM Integration
- Calendar Management
- Catalog Management
- Channel Partner Support
- Client Portal
- Collaboration Tools
- Collaborative Creation
- Commerical Rules
- Configuration Ease of Admin
- Configuration Rules
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Contract/License Management
- Contracts
- Customer History
- Customizability: Variables and Fields
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Discount Management
- Discounting
- Document Automation
- Document Builder Interface
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Dynamic Pricing
- Dynamic Quoting
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Engagement Tracking
- Estimating
- Forecasting
- Generative AI
- Goal Management
- Grouping
- Guided Selling
- Internationalization
- Knowledge Base Management
- Mobile User Support
- Multi-Currency
- Online Document Creation
- Opportunity Management
- Order Management
- Ordering
- PDF Creation
- Performance Management
- Personalized Sale Recommendations
- Pipeline Management
- Price Configuration
- Price and Cost Calculations
- Price/Margin Management
- Pricing Administration
- Pricing Flexibility
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Proposal Effectiveness Reporting
- Proposal Generation
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Reminders
- Renewal Management
- Renewals
- Reporting & Statistics
- Reporting and Dashboards
- Rich Media
- Rules Engine
- Sales Automation
- Scalability
- Self Service Portal
- Task Management
- Template Management
- Templates
- Terms and Conditions
- Third-Party Integrations
- User, Role, and Access Management
- Version Control
- Visual Configuration
- Workflow Management
- eCommerce
Integrations
- Total integrations24
- Act!
- Amazon EC2
- Autotask PSA
- Avalara
- Clover
- ConnectWise PSA
- FedEx Ship Manager
- Google Contacts
- HaloPSA
- HubSpot CRM
- Kaseya BMS
- Maximizer CRM
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- NMI Payments
- NetSuite
- QuickBooks Online
- QuickBooks Online Advanced
- Sage 50 Accounting
- Salesforce Sales Cloud
- Salesforce for Retail
- Stripe Billing
- Stripe Payments
- Zoho CRM
- authorize.net
- Total integrations4
- Act!
- Amazon EC2
- Autotask PSA
- Avalara
- Clover
- ConnectWise PSA
- FedEx Ship Manager
- Google Contacts
- HaloPSA
- HubSpot CRM
- Kaseya BMS
- Maximizer CRM
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- NMI Payments
- NetSuite
- QuickBooks Online
- QuickBooks Online Advanced
- Sage 50 Accounting
- Salesforce Sales Cloud
- Salesforce for Retail
- Stripe Billing
- Stripe Payments
- Zoho CRM
- authorize.net
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